Jennifer Addleman signed Rollins College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rollins College's EIN is 59-0624440.
Download the official 2024 Form 5500 (PDF) for Rollins College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rollins College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | INVESTMENT ADVISOR | $105K | — |
| CERITY |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2467663 |
| — |
| INVESTMENT ADVISOR |
| $88K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index 287,920 Shares | Mutual Funds | — | $288K | $40.6M | 18.6% | |
| Vanguard Growth Index Instl 106,995 Shares | Mutual Funds | — | $107K | $22.6M | 10.4% | |
| Vanguard Developed Mkts Idx 1,408,883 Shares | Common Collective Trusts | — | $1.4M | $21.7M | 9.9% | |
| TIAA Traditional Annuity Contract - Nonbenefit-responsive | Mutual Funds | — | — | $19.1M | 8.8% | |
| Vanguard Long-Term Treasury Ad 2,320,453 Shares | Mutual Funds | — | $2.3M | $18.3M | 8.4% | |
| STANDARD STABLE ASSET FUND II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $16.6M | 7.6% | |
| Vanguard Value Index I 226,945 Shares | Mutual Funds | — | $227K | $15.0M | 6.9% | |
| CREF Stock R2 15,160 Units | Mutual Funds | — | $15K | $13.8M | 6.3% | |
| Vanguard Emerg Mkts Idx I 342,289 Shares | Common Collective Trusts | — | $342K | $9.6M | 4.4% | |
| Vanguard Small Cap Index I 49,150 Shares | Mutual Funds | — | $49K | $5.7M | 2.6% | |
| CREF Growth R2 10,037 Units | Mutual Funds | — | $10K | $5.3M | 2.4% | |
| Vanguard Small Cap Value Index 54,702 Shares | Mutual Funds | — | $55K | $4.7M | 2.1% | |
| CREF Global Equities R2 9,524 Units | Mutual Funds | — | $10K | $3.3M | 1.5% | |
| CREF Equity Index R2 4,960 Units | Common Collective Trusts | — | $5K | $2.5M | 1.2% | |
| Vanguard Small Cap Growth Idx 21,123 Shares | Common Collective Trusts | — | $21K | $2.1M | 1.0% | |
| CREF Social Choice R2 5,520 Units | Mutual Funds | — | $6K | $2.0M | 0.9% | |
| Parnassus Core Equity Instl 32,289 Shares | Other securities | — | $32K | $1.9M | 0.9% | |
| Principal Diversified Real Assets 161,124 Shares | Other securities | — | $161K | $1.8M | 0.8% | |
| PGIM Short-Term Corp Bond F R6 164,152 Shares | Common Stocks | — | $164K | $1.7M | 0.8% | |
| Macquarie Extended Duration Bond 112,665 Shares | Other securities | — | $113K | $1.6M | 0.7% | |
| Variable Annuity Accounts CREF Bond Market R2 9,565 Units | Mutual Funds | — | $10K | $1.3M | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $1.1M | 0.5% | |
| TIAA Traditional Annuity Contract TIAA Traditional Annuity Contract - Fully benefit-responsive | Mutual Funds | — | — | $1.1M | 0.5% | |
| DFA Global Real Estate Secs 1 98,424 Shares | Mutual Funds | — | $98K | $994K | 0.5% | |
| with maturity dates ranging from 2025 to 2029) | Other securities | — | — | $854K | 0.4% | |
| CREF Money Market R2 26,634 Units | Mutual Funds | — | $27K | $789K | 0.4% | |
| Calvert Short Duration Income 47,256 Shares | Other securities | — | $47K | $743K | 0.3% | |
| Self Directed Brokerage Accounts Cash and Cash Equivalents, Money Market Funds, and Mutual Funds | Self-Directed Brokerage | — | — | $547K | 0.3% | |
| Allspring Short Duration Bond 56,480 Shares | Mutual Funds | — | $56K | $504K | 0.2% | |
| CREF Inflation-Linked Bond R2 4,921 Units | Mutual Funds | — | $5K | $415K | 0.2% | |
| American Century One Choice 2045 Portfolio 7,680 Shares | Other securities | — | $8K | $135K | <0.1% | |
| PIMCO Intl Bond (USD-Hdg) Inst 12,666 Shares | Mutual Funds | — | $13K | $126K | <0.1% |
